Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,777 | $113,941-76.5% | $94,229-71.6% | $125,389-78.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.05% | 5.29%-7.3pp | 10.68%-12.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,941 | $4,727-37.8% | $3,587-18.0% | $4,866-39.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,467 | $8,392-82.5% | $6,269-76.6% | $9,541-84.6% |